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Will Amendments

Will Amendment Lawyer in Hicksville

Keep Your Will Aligned With Your Life And Your Wishes

If you already have a will but your life has changed, you are not alone. Marriage, divorce, a new child or grandchild, the loss of a loved one, or a new home or business can all leave you wondering whether your documents still protect the people you care about. Working with a will amendment attorney Hicksville residents trust can give you the peace of mind that your plan reflects where you are today, not where you were years ago.

At Adler Law, we focus on helping New Yorkers build and maintain thoughtful estate plans, including reviewing and updating existing wills. We understand that you are busy and that you may feel unsure about what needs to change or how to do it correctly under New York law. Our goal is to make the process clear, organized, and as calm as possible.

Our founding attorney, Steven M. Adler, Esq., has practiced law since 1989 and holds the Accredited Estate Planner® (AEP®) designation. Together, our attorneys bring more than 50 years of combined professional experience in estate planning, probate, real estate, insurance, business law, and family law. Clients frequently describe us as caring and trustworthy, and many say that working with us feels like working with family.

Take the first step toward resolving your case with a skilled will amendment attorney in Hicksville. Reach out or call (516) 740-1184 now to set up your consultation.

When It Is Time To Amend Your Will

Many people create a will at a major turning point, then set it aside for years. Over time, families grow and change, and so do assets and priorities. A will that once fit your life can slowly become outdated, sometimes in ways that only become clear when it is too late to fix. Taking time now to review your documents can prevent confusion, stress, and conflict later on.

We often suggest that clients consider amending a will when they experience meaningful changes such as a marriage or divorce, the birth or adoption of a child or grandchild, or the death of a spouse, child, or named beneficiary. Changes in wealth, such as purchasing or selling a home, receiving an inheritance, starting or closing a business, or a significant shift in investments, can also affect who should receive what and how those gifts should work.

New York law will not automatically rewrite your will after these events. In some cases, statutes may affect parts of your plan, but they are not a substitute for your own clear, updated instructions. Informal steps, such as crossing out language or writing notes in the margins, can create confusion and may not be honored in Surrogate's Court. A proper amendment, prepared and executed under New York requirements, is often the safer choice.

We understand that it can feel uncomfortable to revisit these decisions, especially after a painful life event. Our role is to guide you through the discussion in a way that respects your emotions and priorities while helping you put your wishes into a legally sound document.

How Our Firm Guides You Through Will Amendments

Updating a will does not have to be overwhelming. We have developed a structured yet personal process that helps you move from uncertainty to clarity. You do not need to know the legal terms or have every detail worked out before you call us. We work with you step by step until your updated document reflects what you truly want.

Step 1: Review Your Current Will and Life Changes

During the initial consultation, we review your existing will and listen carefully as you describe what has changed in your life. This might include new or changing relationships, health concerns, property purchases or sales, or a shift in who you trust to handle your affairs. We ask practical questions to help uncover details that matter, then explain how those details may affect your estate plan.

Step 2: Explore Options For Updating Your Plan

After we understand your goals, we outline your options. In some situations, a codicil, which is an amendment to your existing will, may be appropriate. In other situations, drafting a new will provides a clearer path and reduces the chance of confusion between old and new language. We explain the difference in everyday terms so that you can make an informed choice.

Step 3: Draft, Review & Execute Your Updated Documents

Once you decide on a direction, our attorneys prepare the necessary documents and review them with you in detail. We walk through each provision, answer your questions, and confirm that the language matches your instructions. When you are ready to sign, we coordinate proper execution under New York law, including the required witnesses, so that your updated will is positioned to be honored later.

Because we are a boutique firm, you meet and communicate directly with an attorney, not just staff. Clients often tell us that this direct access helps them feel heard and reduces the stress that can come with legal paperwork. We work to prepare documents promptly and keep you informed so that you are never left wondering about the status of your matter.

Why Families Choose Our Will Amendment Lawyer Hicksville

When you look for a will amendment lawyer Hicksville families can rely on, you are not just looking for someone who knows the law. You are looking for someone who will listen, who understands family dynamics, and who will treat your planning with care. Our clients often choose us because our structure and background reflect those priorities.

As a boutique firm, we intentionally keep our team small so that every estate planning matter receives direct attorney involvement. You are not passed from person to person or left to navigate key decisions with only staff. Instead, our attorneys stay engaged from the first conversation through signing and beyond. Many clients return over the years as their lives change, which helps us maintain continuity and context.

Our founding attorney’s Accredited Estate Planner® designation, combined with more than three decades in practice, reflects a longstanding focus on thoughtful Elder Law. When you sit down with us to talk about amending your will, you benefit from that history and from our broad exposure to how different plans play out in real New York estates.

Beyond traditional estate planning and probate, our firm’s work touches related areas that often affect will amendments, including real estate transactions, business planning, insurance considerations, and family law matters. This wider view allows us to anticipate questions about homes, investment properties, closely held businesses, and beneficiary choices and to address them within a single, coordinated plan.

Clients frequently comment on our professionalism, reliability, and caring approach. Many describe us as honest and good-hearted and say that working with us feels like working with family. For something as personal as deciding who will benefit from your life’s work, that sense of comfort and trust can be as important as the legal knowledge behind the documents.

Understanding Will Amendments Under New York Law

New York has specific rules about how wills are created and changed. A will generally must be written, signed by the person making it, and properly witnessed to be valid. When you amend a will, the new document must meet similar formalities so that the Surrogate's Court in Nassau County or elsewhere in the state can recognize it.

A codicil can be used to change certain provisions in an existing will without replacing the entire document. For example, you might use a codicil to update who will serve as executor, adjust a specific gift, or add a new beneficiary. However, if you have experienced several major life changes or if your current will is old or complicated, drafting a new will is often cleaner and easier to interpret later.

It is also important to keep in mind that your will is only one piece of your broader estate plan. Beneficiary designations on retirement accounts, life insurance, and some investment products often control who receives those assets at death, regardless of what the will says. Similarly, if you use trusts or have powers of attorney in place, changes to your will should be coordinated with those documents to avoid conflicting instructions.

At Adler Law, we regularly work with estates that move through Nassau County Surrogate's Court and other New York courts. We see how judges and clerks handle outdated or unclear documents, and we keep that practical experience in mind when we help clients revise their wills. Our goal is to help you create an amendment or new will that reflects your wishes clearly, and that is prepared in a way that supports smooth administration later on.

Coordinating Will Changes With Your Property and Business Interests

For many people in Hicksville and across Long Island, a home is one of the most significant assets in the estate. If you have purchased a house, refinanced, or changed how your property is titled, those decisions can affect what happens at your death. When you amend your will, it is a good time to confirm how your real estate is owned and whether your current plan still matches your intentions.

If you own a business, whether it is a small local shop, a professional practice, or a larger enterprise, that interest may also need special attention. Operating agreements, shareholder arrangements, and other business documents sometimes contain provisions about what happens upon an owner’s death. Your will should work with these documents, not against them, so that partners and family members are not left with conflicting instructions.

Financial assets such as life insurance, annuities, and retirement accounts often pass by beneficiary designation, not by the will. When we help you review and amend your will, we encourage you to review these designations at the same time. Coordinating all of these pieces can help you avoid unintentionally leaving someone out or creating unequal results you did not intend.

Our founding attorney’s additional licenses in real estate and insurance, together with our experience in business law, allow us to look at your planning from several angles at once. Instead of sending you to multiple offices to address separate questions, we work to integrate property, business, and insurance concerns into your estate plan discussion. This can make the process more efficient and can result in a will amendment that better reflects the full picture of your life.

Get the help you need from an experienced will amendment attorney. Fill out our online form without delay.

Frequently Asked Questions

 

 

How Do I Know If I Should Amend My Will?

If your life looks different from when you signed your current will, it is usually time to at least review it. Events such as marriage, divorce, the birth or adoption of a child or grandchild, the death of a spouse or beneficiary, a new home, or a change in your financial situation often warrant a closer look. Even if you are not sure whether a change is required, a review can confirm whether your current document still matches your wishes. During a consultation, we compare what your will currently says with how your life looks today and then discuss whether an amendment or a new will would be helpful.

Do I Need A New Will, Or Can I Just Add A Codicil?

Whether a codicil or a new will is better depends on how much needs to change and how your current document is written. A codicil can work well for targeted updates, such as changing an executor or adjusting one gift, as long as the underlying will is otherwise sound. If you have experienced several major changes, if your existing will is very old, or if you find the language confusing, preparing a new will may provide clearer guidance for your family and the court. We review your current will with you, explain how a codicil would interact with it, and then recommend an approach that fits your goals and comfort level.

Are Handwritten Changes To My Will Valid In New York?

Handwritten notes on a will, or informal changes made at home, often do not meet New York’s formal requirements for execution. In many cases, the Surrogate's Court will look to the properly signed and witnessed document and may disregard later handwritten edits. That can lead to outcomes that do not match what you intended when you wrote those notes. To help ensure that your wishes are more likely to be followed, it is usually safer to sign a properly prepared codicil or new will that has been executed according to New York law. We walk you through this process so that your changes are documented in a way that is designed to hold up later.

What Should I Bring To A Meeting About Updating My Will?

For a productive meeting, it is helpful to bring your current will and any codicils, along with basic information about your family, such as names and current contact information for the people you may want to mention in your plan. Documents related to your home or other real estate, recent account statements for significant assets, and any business ownership documents can also be useful. If you have copies of beneficiary designations for retirement accounts or life insurance, those can help us see how everything fits together. You do not need to have every detail organized perfectly before we meet, and we can help you identify what additional information, if any, would be useful after our first conversation.

 

 

 

How Long Does A Will Amendment Usually Take?

The time from your first call to signing an updated will or codicil typically depends on how complex your situation is and how quickly decisions are made. Simple changes may move from consultation to signing in a relatively short period once you are comfortable with the plan. More involved updates, especially those that touch on business interests, multiple properties, or sensitive family issues, can take longer as we work through options together. Our firm is known for prompt preparation and clear communication, and we keep you informed about expected timing at each step.

Can You Help Coordinate My Will Changes With My Home and Business?

Yes, we regularly help clients think through how amendments will interact with homes, investment properties, and business interests. For a primary residence or other real estate in the area, we look at how the property is titled and how that interacts with your estate plan. For business owners, we review relevant company documents to understand what happens if an owner dies and then align your will with those provisions where possible. Our background in real estate, insurance, and business law allows us to address these topics within the same planning conversation instead of treating them as separate issues.

Will I Work Directly With An Attorney When Updating My Will?

At our firm, you work directly with an attorney throughout your will amendment process. From the initial consultation through review of drafts and the signing appointment, an attorney is involved in understanding your goals and explaining your options. Support staff assist with logistics, but your questions about law and strategy are handled by lawyers who know your file. Many of our clients appreciate this structure and describe feeling that their matter is truly being cared for, which can make discussions about family and legacy more comfortable.

For dedicated legal assistance, connect with our qualified will amendment lawyer in Hicksville. Contact (516) 740-1184 to arrange your consultation right away.

Talk With Our Team About Updating Your Will

Keeping your will current is one of the most practical ways to care for the people and causes that matter to you. By taking the time to review and update your documents now, you can reduce uncertainty for your family and increase the likelihood that your wishes will be honored under New York law. You also give yourself the chance to adjust your plan to reflect new relationships, responsibilities, and priorities.

At Adler Law, we bring decades of estate planning and probate experience, together with insight from real estate, insurance, business, and family law, to each will review. Our boutique structure means you work closely with our attorneys, and our long-standing presence on Long Island reflects our commitment to serving families in this area with professionalism and care. If you are ready to talk about amending your will, we are here to guide you through the process clearly and respectfully.

To schedule a consultation and discuss updating your will with an experienced will amendment lawyer, call (516) 740-1184.

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